Portfolio Management Services (PMS)Compare Schemes
ATLAS - Midcap PMS Fund vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
ATLAS - Midcap PMS Fund
JM Financial - The Opportunistic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.22%
2.65%
6 Months
8.59%
21.60%
1 Year
1.40%
21.16%
3 Years
11.84%
24.80%
5 Years
6.21%
17.88%
Since Inception
7.85%
9.69%
Fund Age
5 yrs 3 mo
9 yrs 2 mo
AUM
₹3.73 Cr
₹10.09 Cr
Alpha – 1 Year
−3.32%
18.18%
Alpha – 3 Years
−0.25%
12.91%
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
23.13%
1.87%
Volatility – 3 Years
17.54%
1.87%
Beta – 1 Year
1.25
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.06
16.58
Sharpe Ratio – 3 Years
0.45
16.58
Worst Rolling Year
5.77%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−23.48%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.08%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 3% · M 32% · S 59%
L 33% · M 13% · S 49%
Number of Stocks
19
22
Portfolio P/E
26.66
38.25
Top 5 Holdings
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
—
Top Sectors
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 0%